Strategy Performance

Download
As at 31/07/20261 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-6.1%2.6%-8.4%14.3%4.1%9.2%
S&P/ASX Small Ordinaries Accumulation Index-3.2%-3.2%1.8%7.5%2.2%4.7%
Alpha-2.9%5.8%-10.2%6.8%1.9%4.5%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.

Strategy Performance

Download
As at 31/07/2026 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-6.1%2.6%-8.4%14.3%4.1%9.2%
S&P/ASX Small Ordinaries Accumulation Index-3.2%-3.2%1.8%7.5%2.2%4.7%
Alpha-2.9%5.8%-10.2%6.8%1.9%4.5%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.